Updating Dependent Contact Information Automatically

When you edit address, email, or phone information for a patient who has dependents recorded in the system, you can update the information for their dependents at the same time.

1. On the top menu bar in Encompass, click Patients and select Search/Add patient.
2. Enter the patient's information and click Search.
3. Select the patient from the search results list or click + Patient to add a new patient.

   The Demographics screen opens. If the Overview screen opens instead, click Demographics on the left-side menu.

4. On the Demographics screen, edit the address, phone, and/or email information for a patient who is a responsible party for other patients in your system.

5. Click Save.

   The Review Changes window opens.

   

6. Select the check box(es) next to the patient(s) whose records you want to update.

7. Select the check box(es) for the information you want to update.

8. Click Update Selected Items.

   The system updates the selected information for the selected dependent(s).

Related Topics

• Entering Patient Demographics Information

• To print a Minor Consent Form in Overview or Demographics
• Setting Up Required Patient Profile Fields
• Setting Up Patient Default Communication Preferences
• Updating Dependent Insurance Information Automatically